Last Update: 31 March 2024
The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 8.50% compound annual return, with a 13.55% standard deviation, in the last 30 Years.
The Paul Farrell Second Grader's Starter Portfolio obtained a 8.50% compound annual return, with a 13.85% standard deviation, in the last 30 Years.
Summary
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| Burton Malkiel Late Thirties to Early Forties Portfolio | Paul Farrell Second Grader's Starter Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 85% | 90% |
| Fixed Income | 15% | 10% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.50% | +8.50% |
| Std Dev | 13.55% | 13.85% | |
| Max Drawdown | -48.28% | -48.52% | |
| All time Stats (Since Jan 1985) |
Return | +10.32% | +10.05% |
| Std Dev | 13.70% | 13.73% | |
| Max Drawdown | -48.28% | -48.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Late Thirties to Early Forties Portfolio | +2.49 | +16.46 | +16.56 | +8.06 | +7.42 | +8.50 | +10.32 |
| Paul Farrell Second Grader's Starter Portfolio | +2.84 | +18.90 | +21.44 | +10.51 | +8.95 | +8.50 | +10.05 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since April 1994,
now would be worth 11.57$, with a total return of 1057.27%
(8.50% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 1994, now would be worth 11.57$, with a total return of 1056.76% (8.50% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 1994, now would be worth 11.57$, with a total return of 1056.76% (8.50% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since January 1985,
now would be worth 47.26$, with a total return of 4626.26%
(10.32% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1985, now would be worth 42.92$, with a total return of 4191.97% (10.05% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1985, now would be worth 42.92$, with a total return of 4191.97% (10.05% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Burton Malkiel Late Thirties to Early Forties Portfolio
|
Paul Farrell Second Grader's Starter Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -48.28% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.43 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -24.26% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.40 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -21.55% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 11.57 | |||||
| -19.36% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.83 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -18.70% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 7.76 | |||||
| -17.20% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.44 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -11.04% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.65 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -10.51% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.57 | |||||
| -6.65% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 3.90 | |||||
| -6.18% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.53 | |||||
| -6.08% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.73 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Burton Malkiel Late Thirties to Early Forties Portfolio
|
Paul Farrell Second Grader's Starter Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -48.28% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.43 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -24.26% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.40 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -22.99% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 11.54 | |||||
| -21.75% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.60 | |||||
| -21.55% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 11.57 | |||||
| -19.36% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.83 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -18.70% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 7.76 | |||||
| -17.29% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 10.02 | |||||
| -17.20% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.44 | |||||
| -16.95% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.77 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -11.04% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.65 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -10.51% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.57 | |||||
| -8.67% | Jan 1990 | Apr 1990 (4) | Jul 1990 (7) | 4.80 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.03%
|
-0.89% |
+7.12%
|
0.00% |
| 2023 |
+16.77%
|
-9.38% |
+20.93%
|
-9.14% |
| 2022 |
-17.38%
|
-24.26% |
-17.70%
|
-24.21% |
| 2021 |
+15.84%
|
-3.97% |
+17.70%
|
-3.84% |
| 2020 |
+12.75%
|
-19.36% |
+16.72%
|
-19.32% |
| 2019 |
+24.10%
|
-4.51% |
+25.83%
|
-5.44% |
| 2018 |
-7.61%
|
-11.04% |
-7.40%
|
-11.99% |
| 2017 |
+20.64%
|
0.00% |
+21.30%
|
0.00% |
| 2016 |
+8.99%
|
-4.56% |
+9.42%
|
-5.60% |
| 2015 |
-2.65%
|
-9.75% |
-1.16%
|
-9.62% |
| 2014 |
+7.18%
|
-3.52% |
+6.75%
|
-3.49% |
| 2013 |
+16.37%
|
-3.65% |
+24.11%
|
-2.56% |
| 2012 |
+15.81%
|
-7.03% |
+15.86%
|
-7.88% |
| 2011 |
-2.39%
|
-17.20% |
-2.83%
|
-17.88% |
| 2010 |
+14.99%
|
-10.22% |
+14.62%
|
-11.38% |
| 2009 |
+31.14%
|
-18.01% |
+28.98%
|
-17.20% |
| 2008 |
-32.91%
|
-37.15% |
-34.54%
|
-37.04% |
| 2007 |
+8.39%
|
-5.98% |
+8.57%
|
-5.03% |
| 2006 |
+21.40%
|
-3.91% |
+17.83%
|
-3.36% |
| 2005 |
+11.93%
|
-3.56% |
+8.70%
|
-3.82% |
| 2004 |
+16.16%
|
-6.18% |
+14.35%
|
-3.09% |
| 2003 |
+34.34%
|
-2.28% |
+30.95%
|
-4.37% |
| 2002 |
-10.16%
|
-17.47% |
-15.98%
|
-22.25% |
| 2001 |
-1.34%
|
-16.37% |
-11.78%
|
-21.62% |
| 2000 |
-4.91%
|
-10.02% |
-9.89%
|
-14.07% |
| 1999 |
+22.20%
|
-3.75% |
+23.19%
|
-3.08% |
| 1998 |
+8.06%
|
-18.70% |
+19.50%
|
-14.32% |
| 1997 |
+13.64%
|
-6.08% |
+19.31%
|
-4.84% |
| 1996 |
+17.87%
|
-3.78% |
+14.34%
|
-4.50% |
| 1995 |
+19.80%
|
-1.74% |
+24.48%
|
-1.28% |
| 1994 |
-3.04%
|
-8.61% |
+2.56%
|
-5.09% |
| 1993 |
+29.60%
|
-3.39% |
+16.32%
|
-4.22% |
| 1992 |
+2.17%
|
-4.15% |
+1.74%
|
-4.65% |
| 1991 |
+39.50%
|
-4.68% |
+23.80%
|
-4.67% |
| 1990 |
-7.56%
|
-17.29% |
-10.22%
|
-16.95% |
| 1989 |
+32.71%
|
-2.71% |
+22.09%
|
-2.57% |
| 1988 |
+20.02%
|
-3.27% |
+18.82%
|
-3.47% |
| 1987 |
-1.75%
|
-22.99% |
+10.87%
|
-21.75% |
| 1986 |
+22.02%
|
-5.35% |
+29.27%
|
-5.18% |
| 1985 |
+31.42%
|
-2.87% |
+36.18%
|
-2.85% |
